Add diagnostic note when deal enters configured stage
Add diagnostic note when deal enters configured stage
Your deals lack structured diagnostic context after stage changes, leaving insights scattered and reps unprepared. The workflow adds a formatted diagnostic note so reps gain context and follow up same day.
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Overview
Deals change stages all the time, but missing context costs reps hours of catch-up. This flow appends a structured diagnostic note to each deal so coordinators and AEs have account insights and can follow up the same day.